It is said that banks tend to speak over people. They say things like “start saving today,” “for a limited time get cash back,” or “the convenience of personal checking.” But phrases like this are noise, as they really don’t speak to the individual. Things are getting better, but the industry is still plagued with this type of talk. If someone spoke to you the way the industry writes the materials they create to capture your attention, you would..Continue Reading >>
In my previous piece, I outlined the differences between investment managers and financial planners. I shared that we, at First Foundation Advisors, take the hybrid approach of investing and planning and that we call it “private wealth management.” This approach seems to work well for our clients, especially those who want a personalized investment solution that speaks to both financial returns as well as life goals.Continue Reading >>
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by First Foundation Advisors), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from First Foundation Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. First Foundation Advisors is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the First Foundation Advisors’ current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: First Foundation Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to First Foundation Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.